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SPMAX vs VMCPX
SPMAX vs VMCPX Comparison
Open Charts SPMAX vs VMCPX
Saratoga Mid Capitalization A
Price$12.41
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets10.87M
Vanguard Mid Cap Index InstitutionalPlus
Price$391.25
Change+$0.80 (+0.20%)
VolumeN/A
Net Assets199.16B
SPMAX vs VMCPX Comparison Chart in %
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SPMAX vs. VMCPX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SPMAX is a StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. SPMAX (10.9M). VMCPX pays higher dividends than SPMAX: VMCPX (1.48) vs SPMAX (0.00). SPMAX was incepted earlier than VMCPX: SPMAX (23 years) vs VMCPX (15 years). SPMAX (2.03) is less costly to investors than VMCPX (0.03). SPMAX is a more actively managed with annual turnover of: 129.00 vs. VMCPX (16.00). SPMAX has a lower initial minimum investment than VMCPX: SPMAX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 15.04 vs. SPMAX (2.74). VMCPX return over 5 years is better than : 65.05 vs. SPMAX (20.64).
| SPMAX | VMCPX | SPMAX / VMCPX | |
| Total Expense Ratio | 2.03 | 0.03 | 6,767% |
| Annual Report Gross Expense Ratio | 2.03 | 0.03 | 6,767% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 10.231 | 9.713 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | 2.74 | 15.04 | 18% |
| Returns for 3 years | 23.53 | 41.08 | 57% |
| Returns for 5 years | 20.64 | 65.05 | 32% |
| Returns for 10 years | -4.18 | 141.17 | -3% |
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